BKLC vs EVTR

Comparison between BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC, ETF) and EATON VANCE TOTAL RETURN BOND ETF (EVTR, ETF).

BKLC vs EVTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKLC(ETF)	EVTR(ETF)
Net Assets	$5.40B	$5.60B
Expense Ratio	N/A	0.32%
Max Drawdown	27.20%	5.57%
Sharpe Ratio	1.32	0.33
5Y Beta	0.98	0.04
P/E Ratio	29.08	N/A
Forward P/E	21.15	N/A
5Y Dividends CAGR	11.61%	N/A
5Y EPS CAGR	28.47%	N/A
Debt to Equity	42.13%	N/A
P/S Ratio	3.76	N/A
P/B Ratio	5.69	N/A

Net Assets

BKLC

$5.40B

Winner

EVTR

$5.60B

Expense Ratio

BKLC

N/A

EVTR

0.32%

Max Drawdown

BKLC

27.20%

Winner

EVTR

5.57%

Sharpe Ratio

Winner

BKLC

1.32

EVTR

0.33

5Y Beta

BKLC

0.98

Winner

EVTR

0.04

P/E Ratio

BKLC

29.08

EVTR

N/A

Forward P/E

BKLC

21.15

EVTR

N/A

5Y Dividends CAGR

BKLC

11.61%

EVTR

N/A

5Y EPS CAGR

BKLC

28.47%

EVTR

N/A

Debt to Equity

BKLC

42.13%

EVTR

N/A

P/S Ratio

BKLC

3.76

EVTR

N/A

P/B Ratio

BKLC

5.69

EVTR

N/A

BKLC vs EVTR - Holdings Comparison

BKLC and EVTR have 1 common holdings. Overlap is -0.01%

BKLC's top 25 holdings weight is 48.43%. EVTR's top 25 holdings weight is 50.21%.

Rank	BKLC	EVTR
#1	NVIDIA CORP (NVDA) - 7.35%	UNITED STATES TREASURY NOTES 1.375% (n/a) - 5.96%
#2	APPLE INC (AAPL) - 6.90%	UNITED STATES TREASURY NOTES 3.875% (n/a) - 5.32%
#3	MICROSOFT CORP (MSFT) - 4.33%	UNITED STATES TREASURY NOTES 1.875% (n/a) - 4.52%
#4	AMAZON.COM INC (AMZN) - 3.60%	UNITED STATES TREASURY BONDS 4% (n/a) - 3.67%
#5	ALPHABET INC CLASS A (GOOGL) - 3.24%	UNITED STATES TREASURY BONDS 4.625% (n/a) - 3.56%
#6	ALPHABET INC CLASS C (GOOG) - 2.80%	UNITED STATES TREASURY BONDS 3.875% (n/a) - 3.34%
#7	BROADCOM INC (AVGO) - 2.78%	UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.33%
#8	META PLATFORMS INC CLASS A (META) - 2.03%	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 3.04%
#9	TESLA INC (TSLA) - 2.03%	n/a (n/a) - 2.75%
#10	MICRON TECHNOLOGY INC (MU) - 1.65%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.87%
#11	ELI LILLY AND CO (LLY) - 1.58%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 0% (n/a) - 1.69%
#12	JPMORGAN CHASE & CO (JPM) - 1.37%	NYKREDIT REALKREDIT A/S 3.5% (n/a) - 1.42%
#13	ADVANCED MICRO DEVICES INC (AMD) - 1.29%	UNITED STATES TREASURY BONDS 2.875% (n/a) - 1.30%
#14	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.06%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.25%
#15	JOHNSON & JOHNSON (JNJ) - 0.98%	UNITED STATES TREASURY NOTES 0.625% (n/a) - 1.03%
#16	EXXON MOBIL CORP (XOM) - 0.91%	n/a (n/a) - 1.00%
#17	VISA INC CLASS A (V) - 0.90%	UNITED STATES TREASURY NOTES 2.75% (n/a) - 0.82%
#18	WALMART INC (WMT) - 0.76%	EATON VANCE FLOATING-RATE ETF (EVLN) - 0.70%
#19	INTEL CORP (INTC) - 0.75%	UNITED STATES TREASURY BONDS 2.5% (n/a) - 0.57%
#20	APPLIED MATERIALS INC (AMAT) - 0.70%	UNITED STATES TREASURY BONDS 1.125% (n/a) - 0.56%
#21	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.29%	JPMORGAN CHASE & CO. 4.622% (n/a) - 0.54%
#22	ARISTA NETWORKS INC (ANET) - 0.29%	UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.53%
#23	AMERICAN EXPRESS CO (AXP) - 0.28%	BROOKFIELD ASSET MANAGEMENT LTD 5.298% (n/a) - 0.49%
#24	VERIZON COMMUNICATIONS INC (VZ) - 0.28%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.48%
#25	NEXTERA ENERGY INC (NEE) - 0.28%	CI FINANCIAL CORP 7.5% (n/a) - 0.47%
Total Holdings	470	541

BKLC vs EVTR - Historical Returns

Returns include dividend reinvestment.

Period	BKLC	EVTR
1 month	+0.34%	-0.43%
3 months	+7.42%	-0.11%
6 months	+9.19%	+0.22%
1 year	+21.54%	+4.86%
5 years(CAGR)	+13.44%	N/A
Max(CAGR)	+19.07%	+5.43%

Winner

BKLC

+0.34%

EVTR

-0.43%

Winner

BKLC

+7.42%

EVTR

-0.11%

Winner

BKLC

+9.19%

EVTR

+0.22%

Winner

BKLC

+21.54%

EVTR

+4.86%

5Y(CAGR)

BKLC

+13.44%

EVTR

N/A

Max(CAGR)

Winner

BKLC

+19.07%

EVTR

+5.43%

BKLC vs EVTR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BKLC	EVTR
2026	+10.45%	+0.53%
2025	+18.27%	+8.06%
2024	+26.40%	+4.07%
2023	+31.33%	N/A
2022	-21.04%	N/A
2021	+29.05%	N/A
2020	+37.37%	N/A

BKLC vs EVTR Drawdown Comparison

The maximum drawdown for BKLC was -26.15%, occurring on Oct 12, 2022. Recovery took 493 trading sessions.

The maximum drawdown for EVTR was -4.08%, occurring on Jan 13, 2025. Recovery took 136 trading sessions.

The current BKLC drawdown is -0.97%. The current EVTR drawdown is -1.30%.

Rank	BKLC	EVTR
#1	-26.15% Dec 27, 2021 - Dec 12, 2023	-4.08% Sep 17, 2024 - Apr 3, 2025
#2	-19.05% Feb 19, 2025 - Jun 26, 2025	-2.86% Feb 27, 2026 - May 19, 2026
#3	-10.03% Sep 2, 2020 - Nov 24, 2020	-2.77% Mar 27, 2024 - May 15, 2024
#4	-9.10% Jan 28, 2026 - Apr 15, 2026	-2.37% Apr 3, 2025 - Jun 23, 2025
#5	-8.42% Jul 16, 2024 - Sep 19, 2024	-1.26% May 15, 2024 - Jun 4, 2024
#6	-6.15% Jun 8, 2020 - Jul 10, 2020	-0.99% Jun 30, 2025 - Jul 29, 2025
#7	-5.59% Sep 3, 2021 - Oct 21, 2021	-0.91% Oct 27, 2025 - Nov 26, 2025
#8	-5.38% Mar 27, 2024 - May 14, 2024	-0.89% Jun 14, 2024 - Jul 5, 2024
#9	-5.32% Feb 16, 2021 - Mar 31, 2021	-0.88% Aug 2, 2024 - Aug 20, 2024
#10	-5.31% Oct 29, 2025 - Dec 11, 2025	-0.87% Jun 6, 2024 - Jun 13, 2024
#11	-4.58% Jun 2, 2026 - Jun 10, 2026	-0.77% Nov 26, 2025 - Dec 30, 2025
#12	-4.56% Apr 17, 2020 - Apr 27, 2020	-0.77% Jul 17, 2024 - Jul 30, 2024
#13	-4.37% Dec 6, 2024 - Jan 22, 2025	-0.75% Sep 16, 2025 - Oct 13, 2025
#14	-4.12% Nov 18, 2021 - Dec 23, 2021	-0.54% Jan 14, 2026 - Jan 26, 2026
#15	-4.08% May 7, 2021 - Jun 10, 2021	-0.45% Aug 13, 2025 - Aug 22, 2025